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Newbridge Financial Services Group’s Enphase Energy ENPH Stock Holding History

Newbridge Financial Services Group’s Portfolio ENPH Stock Details ENPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,225
Closed -$84.1K – 1244
2026
Q1 		$84.1K Buy
+2,225
New +$92.4K 0.01% 339
2025
Q3 		– Sell
-39
Closed -$1.55K – 1312
2025
Q2 		$1.55K Sell
39
-3,887
-99% -$180K ﹤0.01% 1156
2025
Q1 		$244K Buy
3,926
+322
+9% +$20.4K 0.06% 173
2024
Q4 		$248K Buy
3,604
+1,199
+50% +$95.1K 0.06% 183
2024
Q3 		$272K Buy
2,405
+1,020
+74% +$114K 0.1% 130
2024
Q2 		$138K Buy
1,385
+170
+14% +$19.8K 0.05% 231
2024
Q1 		$147K Buy
1,215
+390
+47% +$45.5K 0.06% 235
2023
Q4 		$109K Buy
825
+200
+32% +$21.2K 0.05% 262
2023
Q3 		$75.1K Buy
625
+325
+108% +$46.3K 0.04% 344
2023
Q2 		$50.2K Buy
+300
New +$53.6K 0.02% 454
2022
Q3 		– Sell
-42
Closed -$8K – 1407
2022
Q2 		$8K Buy
+42
New +$7.59K 0.01% 916

Other funds holding ENPH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Newbridge Financial Services Group's ENPH Position: Q2 2026 in Review

Newbridge Financial Services Group sold out of Enphase Energy (ENPH) in Q2 2026, closing a stake of 2,225 shares — an estimated $84.1K sold.

Newbridge Financial Services Group first reported a position in ENPH in Q2 2022 and held it in 11 quarters. The position peaked at $272K in Q3 2024. 537 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • Newbridge Financial Services Group reported no remaining Enphase Energy position as of Q2 2026 after selling out during the quarter.
  • Newbridge Financial Services Group sold 2,225 Enphase Energy shares in Q2 2026, an estimated $84.1K.
  • Newbridge Financial Services Group first reported a position in Enphase Energy in Q2 2022 and held it in 11 quarters.
  • Newbridge Financial Services Group's Enphase Energy position peaked at $272K in Q3 2024.
  • 537 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.